FINANCIAL AWARENESS FOR SR. EXECUTIVES (NON-LIFE)

National Insurance Academy
In Pune

Price on request
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Important information

  • Training
  • Pune
  • Duration:
    3 Days
Description

Important information
Venues

Where and when

Starts Location
On request
Pune
25, Baner Road, Balewadi, 411045, Maharashtra, India
See map

Course programme

Background
The paradigm shift in the selling pattern of life insurance products from the conventional ones to the financial ones has changed the face of life insurance companies in India in last 4-5 years. Customer preferences have undergone dramatic changes in favour of quicker and higher returns on their policies rather than going for safety of investments and pure risk oriented Plans. Hence there is a paramount need for the managers in the life insurance industry to understand the Financial markets, the nifty sensex, retail financial products, finance arithmetic etc. They have to appreciate the characteristics of the products in terms of return, risk, liquidity and tax benefits. This background leads to the organizing of programmes on Financial awareness.

This programme also covers servicing aspect of product link to financial market

Objective
§ To develop the ability to read and understand financial statements

§ To assess company performance by interpreting financial data

§ To understand the process that generates financial data

§ To familiarise with the different types of financial reports, cash flow, and investment analyses

§ To understand the financial tools used to evaluate financing and investment decisions

§ To assess company performance by interpreting financial data

§ To understand the implications of capital markets, Financial markets and retail financial products

§ To do the analysis of market risk elements arising during the process.

§ And to appreciate the need for building flexibility for reshuffling the investment portfolio in case of market needs.

Contents
§ Economic environment and investment

§ Financial planning process

§ Life insurance as Financial product

§ Retail Financial products

§ Financial arithmetic

§ Understanding capital markets

§ Market research

§ Data analysis and interpretation

§ Mutual fund products

§ Business intelligence

§ ULIP Analysis

§ NAV Calculation

§ Financial Statement Analysis

§ Ratio Analysis

· Reading Financial News Paper & Interpretations


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